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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
Branch Locations
1300 Concord Terrace 5Th Floor, Sunrise, FL 33323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Microsoft Corp | Pembroke Pines | FL | 03/2021 | 08/2024 |
| Metaswitch Networks | Pembroke Pines | FL | 04/2016 | 03/2021 |
| Nylife Securities Llc | Sunrise | FL | 11/2024 | Present |
| New York Life Insurance Company | Sunrise | FL | 06/2024 | Present |
| Eagle Strategies Llc | Sunrise | FL | 02/2026 | Present |
[Concepto Investments, LLC; Rental Property - located at 410 NW 68ave unit 411 (building 4) Plantation FL 33117 . Owned by Concepto Investments, LLC; 1970 NW 171 Ave Pembroke Pines FL 33028; Start Date: 06/2024; Role/Title: Owner; Investment related; 16 hours per month; 10 hours per month during securities trading hours; Decision about tenant selection, property management/ (maintenance and insurance), and general administration.] [Concepto Designs, LLC; Investing in Residential real estate properties.; 1970 NW 171st Ave Pembroke Pines FL 33028; Start Date: 05/2013; Role/Title: Owner; Investment related; 20 hours per month; 10 hours per month during securities trading hours; Decisions about potential new tenants (Screening and approval), investment decisions (Purchase, sale, upgrades), admin tasks such as insurance renewal and managing repair contractors when needed.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-22 |
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